Strategies for New Advisors with Mike O’Sullivan – Episode 70

Mike O’Sullivan is a new advisor and he explains what he’s doing to get ready to start working with clients. Together he and Tammi talk about the different to-do items and strategies he’s taking as he moves forward.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit

To learn more about the Prosperity Economics Movement

Show Notes

  • Mike’s background and interests – 2:14
  • Why he decided to leave a W2 job and become an advisor – 4:28
  • What he’s doing to be ready to work with clients as a new advisor – 9:49
  • How he’s going to get new clients – 12:20
  • Why he’s not working with friends and family – 13:45
  • The results of working with a marketing coach – 16:10
  • Mike’s suggestion for taking the next step – 19:50


Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.